Rewind is an app that lets you easily backup your QuickBooks Online data.
This is the first in a series of tutorials where I’ll be showing you how to use Rewind.
In this tutorial, you’ll see the user interface and I’ll walk you through the process of adding a QuickBooks company file.
Quick Instructions for adding a QuickBooks Online company file to Rewind:
- Click the account name in the upper right-hand corner
- Select Add Account
- Click the connect to QuickBooks option
- Select the company or firm whose QuickBooks file you want to connect
- If you’re connecting an Accountant account check off Install for your firm
- Select a client from the second dropdown
- Click the green Next button
- Verify you are connecting the correct account and click the green Connect button
- Pick the country where your files will be stored and click the purple Continue button
- Your account is now linked to Rewind. Wait for your first backup to complete
Rewind User Interface
In my example account, I’m currently backing up a single QuickBooks file. This is what the Rewind user interface looks like in my example.
If you have multiple files in Rewind you’ll use the dropdown in the upper right-hand corner to switch between them.
All Items list
When you log in Rewind shows you the “All Items” list for your selected file:
This is a list of everything within that file that Rewind has backed up.
It shows what action was taken. When that item was changed and when the last update of that item occurred.
Advanced Restore
The Advanced Restore tab is where you go if you want to restore your entire QuickBooks file to a specific date and time.
It will:
- Delete all items created since the selected date/time
- Recreate all items deleted since the selected date/time
- Update all items modified since the selected date/time
Copy
The Copy tab lets you make a copy of an entire QuickBooks file. It’s designed for bookkeepers to transfer company file data to new clients. It’s an additional cost of $29 per copy.
Backup Email Confirmation
One thing that I really like about Rewind is that they send you a weekly summary email.
Here’s an example of a weekly backup summary I received from Rewind:
The email shows the accounts that have been backed up and the date/time the backup occurred.
How to Add a QuickBooks Account to Rewind
To add a new QuickBooks Online account to Rewind click the account name in the upper right-hand corner. Then select Add Account.
From the Link a new account pop-up select connect to QuickBooks.
Rewind will open up the Intuit App Center. From here you’ll select the company or firm whose QuickBooks file you want to connect.
Note: If you’re connecting a QuickBooks Online Accountant account check off Install for your firm.
If you only have access to your QuickBooks you’ll only see your company in the dropdown.
If you do work with multiple companies/clients select the company and then the client from the second dropdown.
Then click the green Next button.
The next screen verifies which QuickBooks file you’re connecting. Click the green Connect button to continue.
You then get to pick which country your data will be stored in. The United States or Canada. Pick one and click the purple Continue button.
You’ll get a notice that your account has been successfully linked.
It will immediately start a backup and let you know with a pop-up in the right-hand corner.
You now know how to link a QuickBooks Online file to Rewind. If you have any questions please ask them in the comments. Or click the green button below to schedule a free consultation.
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If you’d like to watch me walk through this process check out the video below:
